E70: Free Fallin’!? | Lithium Price with Matt Fernley

China's lithium carbonate spot price has fallen over 30% in the past few months. But a number like this only shows part of the picture. Expert Analyst Matt Fernley outlines supply, demand, Tesla Investor Day 2023 and much more in this deep dive into industry.  0:00 - 03:39 Introducing Matt Fernley & the Battery Metals Review03:40 - 10:16 Long term battery materials prices - higher than you think?10:17 - 16:08 Spod vs Spot price? Which is best to consider.16:09 - 18:02 Is China looking to replicate the nickel pig iron moment & disrupt the lithium industry with sodium ion and lepidolite? (Full discussion on Patreon)18:03 - 19:28 BIG ANNOUNCEMENT! 19:29 - 21:48 Touching on Graphite21:49 - 52:22 Debriefing Tesla's Investor Day 2023, CATL, GM & Lithium Americas52:23 - 58:14 Government Policy & concluding words If you like this video, please click the 'like' button and please also comment so we can improve our content going forward. Register your email at www.rkequity.com and follow Rodney and me on Twitter (@lithiumionbull @RodneyHooper13) and on LinkedIn. Please also subscribe here on YouTube to Rock Stock Channel to ensure full access to all our free content. And finally, if you find value in our content, please consider joining us on Patreon at www.patreon.com/rockstockchannel-----DISCLAIMER NOT INVESTMENT ADVICE. DO YOUR OWN RESEARCH Rodney and Howard are not financial advisors nor broker dealers, this video is for information purposes only and should not be considered investment or financial advice. Please do your own independent research and read the disclaimer at the end of the video or on RK Equity’s website www.rkequity.com Intro and outro audio credit: Jamie Klein